Sales Reps – Sharing a Collection with Your Colleagues & Using Shared Collections

Sharing a Collection with your colleagues works precisely as it does when sharing a collection with your accounts. Your collection is private until you share it. So, if you’ve created a collection that you’d like to share with your colleagues so they can steal all your hard work and receive the many accolades you’re due, you can select them using the Shared With tool in the Markups toolbar at the bottom of the page while viewing your Collection:

Select the relevant colleagues from your Contacts list to automatically share the Collection with them. To also send them an email to notify them that the Collection has been shared, just click the check box next to their name.


Your colleague(s) will then see the Collection(s) on their Catalogs page:


If a Collection has been shared with you, you can make it your own by copying it. Note that a shared Collection is, technically speaking, not yours, but is only ‘viewable’ by you. When you make a copy, you make it your very own and can edit as you please.

Copy it here:

You’ll be able to copy over Markups as well, if you’d like:

Once copied, this Collection will appear in your own list of Collections. You can then edit this new Collection as your own, updating the markup notes, editing the order of titles, and sharing with your own accounts. In this way, you can all use a little teamwork and share the workload a bit.